Qualified Features
Communication (5)
Pop-up Chat
Based on 653 Qualified reviews and verified by the G2 Product R&D team.
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Based on 635 Qualified reviews and verified by the G2 Product R&D team.
Delivers notifications to both sides of the conversation.
Targeted Emails
Based on 393 Qualified reviews.
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Based on 487 Qualified reviews and verified by the G2 Product R&D team.
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Based on 421 Qualified reviews and verified by the G2 Product R&D team.
Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (6)
Customization
Based on 567 Qualified reviews and verified by the G2 Product R&D team.
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Based on 520 Qualified reviews and verified by the G2 Product R&D team.
Archives conversations in a separate location for later reference.
Lead Development
Based on 570 Qualified reviews and verified by the G2 Product R&D team.
Enables employees to denote potential customers.
Knowledge Base
Based on 528 Qualified reviews and verified by the G2 Product R&D team.
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Based on 413 Qualified reviews and verified by the G2 Product R&D team.
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Based on 511 Qualified reviews and verified by the G2 Product R&D team.
Allows for the creation of profiles for contacts and customers.
Messenger (4)
Sequencing
Based on 351 Qualified reviews and verified by the G2 Product R&D team.
Mapped-out responses for conversations.
AI
Based on 406 Qualified reviews and verified by the G2 Product R&D team.
Artificial intelligence (AI) and chatbot involvement.
Live Chat
Based on 442 Qualified reviews and verified by the G2 Product R&D team.
Live human component of conversations.
Customization Interface
Based on 402 Qualified reviews and verified by the G2 Product R&D team.
Quality of interface for designing and customizing conversation maps.
Channels (3)
Website
Based on 427 Qualified reviews and verified by the G2 Product R&D team.
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Based on 173 Qualified reviews.
Conversations enacted through text message (SMS).
Other
Based on 174 Qualified reviews and verified by the G2 Product R&D team.
Conversations enacted through other channels.
Customers (5)
Targeting
Based on 386 Qualified reviews and verified by the G2 Product R&D team.
Overall quality of customer targeting based on needs or situations.
Profiles
Based on 334 Qualified reviews and verified by the G2 Product R&D team.
Creation and modification of customer profiles based on conversations.
Analytics
Based on 406 Qualified reviews and verified by the G2 Product R&D team.
Reporting based around specific and overall conversation results.
Lead Gathering
Based on 396 Qualified reviews and verified by the G2 Product R&D team.
Capture and organization of leads from conversations.
Sales Conversion
Based on 392 Qualified reviews and verified by the G2 Product R&D team.
Success rate of conversations leading to customer purchases.
Lead Facilitation (4)
Customer-facing Chatbot
Based on 73 Qualified reviews and verified by the G2 Product R&D team.
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Based on 73 Qualified reviews and verified by the G2 Product R&D team.
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Based on 63 Qualified reviews and verified by the G2 Product R&D team.
Automatically contacts all leads.
Meeting Scheduling
Based on 78 Qualified reviews and verified by the G2 Product R&D team.
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Based on 54 Qualified reviews and verified by the G2 Product R&D team.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Based on 57 Qualified reviews and verified by the G2 Product R&D team.
Automates the entry of collected data.
Integrations / APIs
Based on 66 Qualified reviews and verified by the G2 Product R&D team.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Based on 45 Qualified reviews and verified by the G2 Product R&D team.
Provides real-time coaching to sales representatives.
Peformance Tracking
Based on 48 Qualified reviews and verified by the G2 Product R&D team.
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Based on 44 Qualified reviews and verified by the G2 Product R&D team.
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Based on 42 Qualified reviews and verified by the G2 Product R&D team.
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Data Availability (3)
Contact Data Availability
As reported in 171 Qualified reviews.
Provides detailed contact-level buyer intent data
Account Data Availability
Based on 183 Qualified reviews.
Provides aggregated intent data for individual contacts to supply an account-level view of intent
Offline Data
As reported in 130 Qualified reviews.
Ability to connect offline databases to collect information that can be matched to online devices
Platform Additional Functionality (4)
Integrations
As reported in 200 Qualified reviews.
Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
Topic Customization
As reported in 161 Qualified reviews.
Provides the ability to customize the relevant topics that are tracked
Alerts
Based on 185 Qualified reviews.
Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.)
Real-time Intent
188 reviewers of Qualified have provided feedback on this feature.
Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries)
Responses (8)
Personalization
36 reviewers of Qualified have provided feedback on this feature.
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
37 reviewers of Qualified have provided feedback on this feature.
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
35 reviewers of Qualified have provided feedback on this feature.
Can have a natural, human-like conversation with an interlocator.
Customization
Based on 532 Qualified reviews.
Customize your chat workflows with rules and automations.
Control
505 reviewers of Qualified have provided feedback on this feature.
Control who the chatbot converses with (and when).
Route To Human
Based on 536 Qualified reviews.
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
451 reviewers of Qualified have provided feedback on this feature.
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
This feature was mentioned in 365 Qualified reviews.
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (10)
Conversation Editor
As reported in 34 Qualified reviews.
Allows business to edit conversations to meet the unique needs of one's business.
Integration
This feature was mentioned in 35 Qualified reviews.
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
This feature was mentioned in 35 Qualified reviews.
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Live chat
This feature was mentioned in 550 Qualified reviews.
Provide tools for live chat on one's website.
Integrations
Based on 542 Qualified reviews.
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
510 reviewers of Qualified have provided feedback on this feature.
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
As reported in 531 Qualified reviews.
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
As reported in 417 Qualified reviews.
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Based on 473 Qualified reviews.
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
485 reviewers of Qualified have provided feedback on this feature.
Can collect and store information from interlocators, such as email, phone number, etc.
Notifications (3)
Confirmations & Reminders
As reported in 218 Qualified reviews.
Ability to send confirmation and reminder emails & texts
Appointment Follow-Up
Based on 204 Qualified reviews.
Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
As reported in 221 Qualified reviews.
Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Based on 221 Qualified reviews.
Automatically detects the time zone of both parties to avoid booking mistakes
Availability Settings
This feature was mentioned in 229 Qualified reviews.
Ability to set preferred availability to ensure appointments are only booked during approved times
Blocked Time Settings
As reported in 218 Qualified reviews.
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Based on 222 Qualified reviews.
Personalize booking page with custom logos and colors to match branding
Links
As reported in 205 Qualified reviews.
Personalize a booking link to share with customers
Integrations (8)
Multi- Calendar Integration
218 reviewers of Qualified have provided feedback on this feature.
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
As reported in 239 Qualified reviews.
Provides the ability to be embedded into websites
Payment Acceptance
152 reviewers of Qualified have provided feedback on this feature.
Integrates with payment processing software to accept payment from customers
Video Conferencing
This feature was mentioned in 183 Qualified reviews.
Integrates with video conferencing tools to allow for virtual appointments
Communication
This feature was mentioned in 184 Qualified reviews.
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
MS Teams Integration
As reported in 113 Qualified reviews.
This software integrates with Microsoft Teams.
Email Integration
Based on 131 Qualified reviews.
This software integrates with popular email providers.
Salesforce Integration
This feature was mentioned in 154 Qualified reviews.
This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
As reported in 143 Qualified reviews.
Provide the ability to create a custom booking page.
Personalized Links
Based on 137 Qualified reviews.
Provide the ability to create custom scheduling URLs.
Personalized Web Embed
121 reviewers of Qualified have provided feedback on this feature.
Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
150 reviewers of Qualified have provided feedback on this feature.
Allow users to set automatic working hours.
Automatic Updates
Based on 141 Qualified reviews.
Automatically update calendars after a meeting has been booked.
Buffer Times
As reported in 138 Qualified reviews.
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (16)
AI Text Generation
44 reviewers of Qualified have provided feedback on this feature.
Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 41 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 48 Qualified reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
This feature was mentioned in 47 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
This feature was mentioned in 180 Qualified reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 174 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
This feature was mentioned in 29 Qualified reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 29 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
113 reviewers of Qualified have provided feedback on this feature.
Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 101 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text-to-Image
This feature was mentioned in 91 Qualified reviews.
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
As reported in 91 Qualified reviews.
Simulates human-like speech from text inputs.
AI Image-to-Text
As reported in 86 Qualified reviews.
Converts images into a textual description, identifying key elements.
AI Text Generation
153 reviewers of Qualified have provided feedback on this feature.
Allows users to generate text based on a text prompt.
AI Text Summarization
This feature was mentioned in 149 Qualified reviews.
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Based on 104 Qualified reviews.
Simulates human-like speech from text inputs.
Automation - AI Agents (3)
Sales Follow-Up
This feature was mentioned in 30 Qualified reviews.
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
As reported in 30 Qualified reviews.
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
33 reviewers of Qualified have provided feedback on this feature.
Allows users to automate the process of generating and qualifying sales leads.
Autonomy - AI Agents (4)
Independent Decision Making
33 reviewers of Qualified have provided feedback on this feature.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Based on 32 Qualified reviews.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
30 reviewers of Qualified have provided feedback on this feature.
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
As reported in 30 Qualified reviews.
Allows the AI agent to identify and resolve issues without user intervention.
Automation (5)
Sales Follow-Up
As reported in 71 Qualified reviews.
Allows users to automate responses to sales leads across various channels.
Feedback Collection
56 reviewers of Qualified have provided feedback on this feature.
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
50 reviewers of Qualified have provided feedback on this feature.
Allows users to automate the handling, processing, and management of documents.
Lead Generation
Based on 82 Qualified reviews.
Allows users to automate the process of generating and qualifying sales leads.
Customer Interaction Automation
73 reviewers of Qualified have provided feedback on this feature.
Allows users to automate responses to customer inquiries across various channels.
Autonomy (4)
Problem Solving
63 reviewers of Qualified have provided feedback on this feature.
Allows the AI agent to identify and resolve issues without user intervention.
Task Execution
As reported in 65 Qualified reviews.
Provides the AI agent the ability to execute tasks without requiring constant user input.
Adaptive Responses
Based on 64 Qualified reviews.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Independent Decision Making
Based on 62 Qualified reviews.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Outbound Sales (5)
Follow-Up Scheduling
Based on 59 Qualified reviews.
Allows the AI agent to schedule and automate follow-ups based on prospect engagement.
Prospect Prioritization
56 reviewers of Qualified have provided feedback on this feature.
Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.
Multichannel Campaign Execution
This feature was mentioned in 50 Qualified reviews.
Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media.
Personalized Outreach
As reported in 64 Qualified reviews.
Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.
Outreach Performance Analytics
Based on 56 Qualified reviews.
Allows users to track and analyze the effectiveness of automated outbound campaigns.
Inbound Sales (5)
Data Enrichment
62 reviewers of Qualified have provided feedback on this feature.
Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources.
Inquiry Routing
As reported in 74 Qualified reviews.
Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Feedback Collection
As reported in 56 Qualified reviews.
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Real-Time Engagement
As reported in 82 Qualified reviews.
Enables the AI agent to respond instantly to inbound inquiries, improving response times.
Lead Qualification
As reported in 79 Qualified reviews.
Enables the AI agent to assess inbound leads and determine their sales readiness.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Bot Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
As reported in 12 Qualified reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
This feature was mentioned in 11 Qualified reviews.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 13 Qualified reviews.
Works across multiple software systems or databases
Adaptive Learning
Based on 14 Qualified reviews.
Improves performance based on feedback and experience
Natural Language Interaction
This feature was mentioned in 14 Qualified reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
This feature was mentioned in 13 Qualified reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
This feature was mentioned in 10 Qualified reviews.
Makes informed choices based on available data and objectives
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
39 reviewers of Qualified have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Multi-step Planning
As reported in 34 Qualified reviews.
Ability to break down and plan multi-step processes
Cross-system Integration
Based on 41 Qualified reviews.
Works across multiple software systems or databases
Adaptive Learning
As reported in 40 Qualified reviews.
Improves performance based on feedback and experience
Natural Language Interaction
Based on 41 Qualified reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 37 Qualified reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
As reported in 35 Qualified reviews.
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
26 reviewers of Qualified have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Multi-step Planning
Based on 25 Qualified reviews.
Ability to break down and plan multi-step processes
Natural Language Interaction
As reported in 26 Qualified reviews.
Engages in human-like conversation for task delegation
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
As reported in 15 Qualified reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
This feature was mentioned in 14 Qualified reviews.
Ability to break down and plan multi-step processes





